To provide a complete professional service to prospects, clients and account executives in respect of quotations, adjustments, renewals and claims for all classes of personal lines insurance.
To provide the highest standards of customer care, service and client retention while working towards business growth and common business goals whilst maintaining regulatory compliance at all times.
Key accountabilities
Specific duties and responsibilities include, but are not limited to, the following:
Liaising with clients directly in the broking, processing and daily administration of new business, mid-term alterations and renewals .
Working with business strategy and support the development plans for retention and growth of income.
Provide complete professional insurance advice and service to existing clients
Negotiate with underwriters to find the most suitable insurance for client at the best price
Ensure clients understand the terms and the extent of the cover provided in line with industry regulations
Arrange specialised types of insurance cover in complex cases through negotiating with insurers.
Develop and maintain networks/formal channels within and outside the Company to gain information and develop own breadth of awareness and understanding
Ensuring the adherence to New Business and Renewal timeline procedure
Work closely with Account Executive on new business cases and renewals
Ensure the highest standards of customer care, service and client retention
Provide less experienced staff with support (i.e. technical and underwriting expertise) as and when required
Liaise with Claims Department to gather information on clients claim history and impact this will have on future business
Raise debits and credits in an accurate and timely manner and liaise with accounts when necessary
Create and update both computer and paper-based records
Carry out periodical reviews on systems and processes currently in place within own areas of responsibility to improve efficiency going forward
Keep abreast of and assess the impact of external (such as legal and regulatory) changes as they relate to the role
Carry out such other duties and responsibilities as the Board may request from time to time
Conduct Rules
You must act with integrity
You must act with due care, skill and diligence
You must be open and cooperative with the FCA, the PRA and other regulators
You must observe proper standards of market conduct
Key knowledge and skill requirements
Knowledge and Skills
Computer literate, with a working knowledge of computerised insurance systems
5 GCSE’s at grade C or above (or equivalent) including English and Maths. This may be waived in lieu of extensive related experience.
Preferably experience in Open GI system, although training will be provided
Professional qualification – CII or working towards professional qualifications (desirable)
Interpersonal / Communication skills
Flexible and adaptable to change
Collaboration and teamwork
Strong trading skills
Strong organisational skills
Knowledge & Ability
knowledge of terms and conditions of policies offered, including ancillary risks covered by such policies
knowledge of applicable laws governing the distribution of insurance products, such as consumer protection law, relevant tax law and relevant social and labour law
knowledge of claims handling
knowledge of complaints handling
knowledge of assessing customer needs
knowledge of the insurance market
knowledge of business ethics standards
necessary financial competence
Experience
preferably at least 2 years Personal Lines insurance experience
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